A membership series is just a series that is assigned to one of the memberships that you created on the Membership Options Screen (Toolbox => Setup => Options => Membership Options). Once a client buys this series, they are considered a member until the series either expires, runs out of visits, or is considered not-current on the clients Account Details Screen.
To edit/create a Membership series:
First learn how to create a Membership by clicking here.
Second, follow these steps:
- Follow this menu path: Toolbox => Setup => Pricing => Series & Memberships.
- Select Add New in the right corner, if editing select View/Edit and lookup the series. To view a complete list of series, click the Search Button.
- Select a Revenue Category from the Service Category from the dropdown menu.
- Select the Program from the Program dropdown menu.
- Select the Membership Series that you created on the Membership Options Screen.
- Enter a series or membership description up to 50 characters (including spaces) in the Description field. Be specific. This is the description your clients see if they purchase services online.
- Choose the Duration In as months or days.
- Enter the days or months until expiration in the Duration Field.
If the series or membership does not expire, enter any number equal or greater than 902 days or 30 months so that an expiration date does not appear on the client's printed receipt or invoices.
- Enter the selling price for the series in the Price Field, and the online price underneath. If editing a series, you can easily update price changes in contracts and packages related to the series by checking the Update Price in Contracts & Packages Checkbox beside the Price Field. You can change the price for all future contracts and packages sold, or all existing contracts, packages, and AutoPays, using the Update Price in AutoPays (from some date) Forward Checkbox. If you don't check either of these two checkboxes, the price of the series will just be updated for the standalone series, not for a any contracts or packages that the series is assigned to.
- Select Yes or No in the dropdown menu for Does Teacher Get Paid for this Client?
Field
- Enter any additional product notes up to 50 characters (including spaces) needed to clarify the series or membership description in the Product Notes Field.
- Select Update Activation Date to First Visit Date if you want the series to start expiring on the first visit date as opposed to the purchase date.

- Update Activation Date to First Visit Date only works if you sign the client into a class or workshop first.
- If you purchase a series for a client prior to enrolling them in a class or workshop and want the activation date to update to the first visit, you must enable "Series Activation Dates - Update Automatically" in the Client Management section of General Setup & Options.
- To access this option, go to Toolbox => Setup => Options => General Setup & Options
- Activation dates can also be changed at the point of sale if you do not want to automatically update the activation date.
- Activation dates can also be updated for any unused package by editing the purchase from the client's Accounts and Contracts Screen.
- Do not select Discontinued. Discontinued is used to remove series or memberships that are no longer sold.
- Select Sell Online if the service package can be purchased online. Please note that Sell Online will work if you don't have credit card processing, but clients will only be able to purchase if they have account credit sufficient to pay for the purchase.
- Press Add New Series/Membership.